Purchases and Sales Made in Q3 2025 in Virtus Allianz Gi Diversified Income & Convertible Fund (ACV)
This table provides information about the institutional ownership of Virtus Allianz Gi Diversified Income & Convertible Fund (ACV) during Q3 2025. The information is specifically focused on institutions that hold shares of Virtus AllianzGI Diversified Income & Convertible Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
19.4KNew |
$434K - $475K
|
19.4K
$502K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16.8KNew |
$376K - $412K
|
16.8K
$434K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
12.1KNew |
$269K - $295K
|
12.1K
$311K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
10.6KNew |
$237K - $260K
|
10.6K
$274K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.47KNew |
$211K - $232K
|
9.47K
$244K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.11K+ 31.05% |
$69.3K - $75.9K
|
13.1K
$338K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.98KNew |
$44.1K - $48.4K
|
1.98K
$51K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
750+ 2.89% |
$16.7K - $18.3K
|
26.7K
$690K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
53+ 0.22% |
$1.18K - $1.3K
|
24.5K
$633K
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-208- 0.85% |
$4.64K - $5.09K
|
24.4K
$629K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.22K- 21.37% |
$71.9K - $78.8K
|
11.9K
$306K
|